Top 227 Wealth management Jobs in Pennsylvania

Tax Specialist - Estates and Trusts, HNWI, Wealth Management
Everforth, Cybercoders —Pittsburgh, PA
- $90,000 - $120,000 a year
- Full-time
- CPA
- 5 years
- Research
- Dental insurance
- Paid time off
Financial Advisor
JVB Investment Services —Mifflintown, PA
- Full-time
- Research
- Mid-level
- Flexible schedule
Quick Apply
2d
Entry Level – Financial Advisor
Equitable Advisors —Pittsburgh, PA
- $28,000 - $125,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Entry level
- Health savings account
- Employee stock purchase plan
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Erie, PA
- $28,000 - $125,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Entry level
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Jamison, PA
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - Eastern Pennsylvania —King of Prussia, PA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ
Charles Schwab —Ardmore, PA
- $75,000 - $95,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Trainee (PA)
Bankers Life —King of Prussia, PA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Trading Associate
4Rivers Wealth Management —Pittsburgh, PA
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
9d
Financial Advisor
First Financial Group —Wilkes-Barre, PA
- $78,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (PA)
Bankers Life —Williamsport, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (PA)
Bankers Life —Grove City, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Representative
Northwestern Mutual —Pittsburgh, PA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- In-person
- Paid training
- Health savings account
Quick Apply
Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Northwestern Mutual - Scranton/Wilkes-Barre —Moosic, PA
- $80,000 - $250,000 a year
- Full-time
- Sales
- Customer service
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Adivsor - Training Provided
Northwestern Mutual —Cranberry Township, PA
- $50,000 - $150,000 a year
- Full-time
- Background check
- Bachelor's degree
- Financial services
- Disability insurance
- Health insurance
Quick Apply
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Trainee (PA)
Bankers Life —Pittsburgh, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Philadelphia, PA
- Full-time
- Mid-level
- 2 years
6d
Private Wealth Management Analyst
Morgan Stanley —West Conshohocken, PA
- Full-time
- Computer literacy
- Writing skills
- Mid-level
1d

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wealth management jobs near pennsylvania

Tax Specialist - Estates and Trusts, HNWI, Wealth Management

Everforth, Cybercoders -
Pittsburgh, PA

Apply Now

Job Details

Full-time
$90,000 - $120,000 a year

Benefits

Dental insurance
Paid time off
Vision insurance

Qualifications

Research
Partnership tax expertise
Bachelor's degree

Full Job Description

Tax Specialist

Tax Accountant

Position Overview
We are seeking a detail-oriented Tax Accountant to support our tax compliance and reporting activities. The Tax Accountant will prepare and review federal, state and local tax returns, ensure regulatory compliance, research tax issues, and support tax planning initiatives. This role works closely with internal finance teams and external advisors to deliver accurate, timely tax filings and to identify opportunities to optimize tax positions.

Qualifications

5+yrs demonstrated expertise as a Tax Specialist
5+yrs experience in a lawfirm / CPA / Wealth Management / Banking environment
Experience preparing estate tax returns, gift tax returns, estate and trust income tax returns, charitable trusts, PA inheritance tax returns, "investment" partnership returns Form 1065 and other IRS forms.
Must have experience with fiduciary tax returns.
Experience ProSystems software is a plus.
Active CPA license or progress toward CPA preferred.
Bachelors degree in Accounting, Finance or related field; Masters degree or advanced tax coursework preferred.

Key Responsibilities

Prepare and review federal, state and local tax returns for individuals, partnerships, corporations and/or trusts as applicable.
Ensure compliance with tax laws, regulations and internal policies; monitor filing deadlines and coordinate timely submissions.
Research and interpret tax laws, rulings and guidance to resolve complex tax issues and support position papers.
Maintain organized tax workpapers, supporting documentation and audit-ready files for all returns and tax positions.
Support quarterly and annual tax provision calculations and assist with financial statement disclosures related to income taxes.
Coordinate with external auditors, tax advisors and government authorities during audits, inquiries and examinations.
Collaborate with cross-functional teams to gather tax-related data, implement process improvements and streamline tax workflows.
Assist in tax planning projects, identifying credits, deductions and opportunities to legally minimize tax liability.
Mentor and review the work of junior tax staff, providing feedback and training to strengthen team capabilities.

#ENGHP

Benefits

Medical
Dental
Vision
401K matching
PTO

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/19/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Salary

$90000 - $120000 USD per year

Apply Now

Refine Your Search

wealth management jobs in pennsylvania

Tax Specialist - Estates and Trusts, HNWI, Wealth Management

Financial Advisor

Entry Level – Financial Advisor

Entry Level – Financial Advisor

Financial Advisor with Training and Licensing Support

Financial Advisor

VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ

Wealth Management Trainee (PA)

Trading Associate

Financial Advisor

Wealth Management Trainee (PA)

Wealth Management Trainee (PA)

Financial Representative

Wealth Management Associate

Financial Advisor

Financial Adivsor - Training Provided

Retirement Planning Associate - Retirement Benefits Group

Wealth Management Trainee (PA)

2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate

Private Wealth Management Analyst

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